Latest / The Pilot Money Guy Podcast
Why Pilots Should Think Twice About Market-Based Cash Balance Plans
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Tax deductions sound great… until you start looking at the tradeoffs hiding underneath the surface. In this episode, Scott breaks down the hidden risks of market-based cash balance plans and why many pilots may be overvaluing short-term tax deferral while overlooking long-term consequences. He explains how these “spillover” retirement accounts work, why they often underperform broader markets, and how they…
The skinny
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